See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $185,862 | $84,527+119.9% | $67,711+174.5% | $125,391+48.2% |
| Participation rate | 100.0% | 74.8%+25.2pp | 67.5%+32.5pp | 83.2%+16.8pp |
| Annual return | 0.83% | 2.57%-1.7pp | 25.41%-24.6pp | 282.22%-281.4pp |
| Employer contribution / active EE | $14,976 | $3,292+354.9% | $2,559+485.2% | $4,866+207.8% |
| Participant deferral / active EE | $5,221 | $4,429+17.9% | $3,585+45.6% | $5,352-2.4% |
| Admin fee / account holder | $262,662 | $5,340+4818.9% | $4,255+6073.5% | $9,540+2653.1% |